Account Type****** *****Account Owner***** ***Account Opps/Deals******** *******Closed Won • Feb 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Transamerica Financial Advisors IncFinancial AdvisorAug 17 - PresentRbsPrivate Banking ManagerJan 10- Nov 16
Zoe ZhongAssistant AccountantView Profile, Zoe ZhongChurn Yi LimInvestment ProfessionalView Profile, Churn Yi LimPaul MajikesTreasury Operations AnalystView Profile, Paul Majikes